How to Create Accordion Table in Tableau | Expanding & Collapsing Table using Arrows in Tableau

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  • Опубліковано 15 жов 2024
  • This video will enable you to create a Table which can expand and collapse using the Arrow buttons, where you can see the Categories and Subcategories in the same view as you would like
    For this you will need a few calculations I am listing them down here for your reference:
    1) Arrow Calculation
    IF [Table Name]= "Orders"
    AND NOT [Category Set]
    THEN "▶"
    ELSEIF [Table Name]="Orders"
    AND [Category Set]
    THEN "▼"
    ELSE ""
    END
    2) Category/SubCategory
    IF [Table Name]="Orders1" THEN [Sub-Category]
    ELSE [Category]
    END
    3) Filter
    [Table Name]="Orders" OR [Category Set]
    Please let me know your thoughts on this video and some future video suggestions
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    Happy Learning!!
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КОМЕНТАРІ • 12

  • @TravisTraps
    @TravisTraps 9 місяців тому +3

    I'd love to see a follow up to this for 2024 that includes a third (or even 4th!) layer of accordion drill down

    • @TravisTraps
      @TravisTraps 9 місяців тому +1

      Any ideas on how to expand the calcs and logic here to include this, @techianshi ?
      Or is it not possible? I saw #2 on your cons list, that says "Can not be used to expand multiple selections" - is this what you mean by this? That it is only 2 layer drill down, and 3rd/4th layers arent viable with this method?

  • @satyakalad
    @satyakalad Місяць тому

    Can we achieve the same with one orders excel without doing union ? Actually i need this concept to be impliment in my project but i have one source with the hierarchy ... please let me know if you have any idea ...Thank you

  • @dxwallace55
    @dxwallace55 Рік тому +1

    Good video. It's pretty rare that when presenting a collapsible Hierarchy, the Tableau Developer can figure out how to get all levels of the Hierarchy in One column

    • @techianshi
      @techianshi  Рік тому

      Hey Doug, yes this trick not a lot of people are aware of.. happy to hear that you liked it 🙏

  • @sanjivyadav1405
    @sanjivyadav1405 2 місяці тому

    Hi,
    How can we add subtotal and grand total on this.
    I have tried adding subtotals from the analysis option however when I click for drill down the numbers getting doubled so is there any way so that the subtotal number does not add again ?

  • @DiyaAgrawal-n3c
    @DiyaAgrawal-n3c 3 місяці тому

    How we will do UNION if there are 3 or 4 tables connected?

  • @nikhilmishra6282
    @nikhilmishra6282 10 місяців тому

    Is there any method i want only subcategory in one row not for all row

  • @ManojLol-c2l
    @ManojLol-c2l Рік тому +1

    Neat trick, especially for a newbie like me.
    Question: I did something similar, but faced two issues, not necessarily related to the accordion itself.
    1. When I double click on one of the categories (say "Furnitures') it did an exclusion select and hid way all the other categories. Is there a way to disable this?
    2. Could we hide the default hover on the arrows ('x' items selected). They appear even hiding all the tooltip options.

    • @techianshi
      @techianshi  Рік тому

      Manoj my answer unfortunately to both your question is No. At least I should say I am not aware if there is way to do it

  • @ShovanMallick-m1u
    @ShovanMallick-m1u Рік тому +1

    How do you do the UNION thing if there are more than one table areconnected and categories are on the left side table but measures are coming from right side table?

    • @techianshi
      @techianshi  Рік тому

      Great question you can do this by writing custom sql for the join u r performing and this do the union on top of it